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Avantis US Large Cap Value ETF
AVLV

Overview Fund Activity

133 hedge funds and large institutions have $934M invested in Avantis US Large Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 70 increasing their positions, 21 reducing their positions, and 5 closing their positions.

Holders
133
Holders Change
+28
Holders Change %
+26.67%
% of All Funds
2.1%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.3%
New
34
Increased
70
Reduced
21
Closed
5
Calls
$271K
Puts
$823K
Net Calls
-$552K
Net Calls Change
-$790K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$56.8M
2
PAS
2
Park Avenue Securities
New York
$48.6M
3
HIP
3
HUB Investment Partners
Texas
$43.5M
4
CFS
4
Cannon Financial Strategists
Georgia
$23.6M
5
WA
5
Waverly Advisors
Alabama
$16.9M

Top Sellers

1
FWP
1
FAS Wealth Partners
Kansas
$0
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$766K
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$478K
4
ASN
4
Advisory Services Network
Georgia
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$484K
Name Holding Trade Value Shares
Change 		Shares
Change %
OCM
101
Orion Capital Management
California
$468K +$468K +8,774 New
ACP
102
Aveo Capital Partners
Colorado
$463K +$463K +8,683 New
TI
103
Truepoint Inc
Ohio
$438K – – –
DWM
104
Dopkins Wealth Management
New York
$424K +$196K +3,670 +86%
SF
105
Synovus Financial
Georgia
$422K +$267 +5 +0.1%
FCM
106
Fortis Capital Management
Washington
$393K +$168K +3,149 +75%
SWA
107
Sax Wealth Advisors
New Jersey
$390K +$85.8K +1,608 +28%
CAN
108
Cetera Advisor Networks
California
$346K +$346K +6,491 New
GCA
109
Gradient Capital Advisors
California
$303K – – –
PWIA
110
Porter White Investment Advisors
Alabama
$292K +$292K +5,469 New
CPA
111
Capital Performance Advisors
California
$287K +$31.5K +590 +12%
CAC
112
Certified Advisory Corp
Florida
$266K +$266K +4,980 New
TP
113
Tranquility Partners
Tennessee
$264K +$264K +4,943 New
GAM
114
GEM Asset Management
Michigan
$255K -$3.58K -67 -1%
SDWIA
115
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$247K – – –
GA
116
Greenspring Advisors
Maryland
$225K -$1.2M -22,472 -84%
CFS
117
CRA Financial Services
New Jersey
$212K +$212K +3,970 New
DPI
118
Diversified Portfolios Inc
Michigan
$207K +$207K +3,878 New
CPP
119
Capasso Planning Partners
South Carolina
$205K +$205K +3,839 New
RWM
120
Ruedi Wealth Management
Illinois
$191K +$94.6K +1,773 +98%
Morgan Stanley
121
Morgan Stanley
New York
$109K +$109K +2,040 New
LFA
122
Level Financial Advisors
New York
$85.5K +$61.9K +1,160 +262%
CG
123
Cutler Group
California
$45K +$45K +860 New
AA
124
Addison Advisors
Vermont
$44K +$44K +825 New
MFC
125
Morris Financial Concepts
South Carolina
$38.6K +$6.78K +127 +21%
2 3 4
5
6